wealth management

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 2, 2019 by Josh Levin · across every show →

Everything said about wealth management, oldest first

Jan 2, 2019
Insight
Levin: Three megatrends are reshaping modern wealth management
“I think the three big mega trends in wealth management you should know about is a move towards passive investing. A move towards interest in socially conscious investing, and then just better digital tools, awesome digital interface.”
Josh Levin Jan 2, 2019 ▶ 1:09 a16z Podcast | How Technology Is Changing Investing
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